Senior Private Banking Client Services Specialist

Aumni; Houston (TX); On-site; USD 85,000 - 120,000; Full time

Benefits offered by this job

Health coverage

Retirement plan

Tuition reimbursement

Job summary

JPMorgan Chase's Latin America Private Bank is hiring a Senior Client Service Associate to maintain and deepen client relationships. You will be the primary contact for service needs of Private Banking clients, collaborating with advisors, product partners and operations to deliver integrated solutions.

Responsibilities include handling client requests, ensuring flawless execution, and identifying opportunities to engage clients with additional products and digital platforms.

Qualifications

• FINRA SIE, Series 7 and Series 63 licenses required or must be obtained within 90 days of start date.
• Fluent Spanish communication (written and verbal).
• 3+ years in the investment management industry.
• Ability to operate in a matrix organization with tight deadlines.
• Proficiency with Microsoft Office (Word, Excel, PowerPoint) and Outlook.

Responsibilities

• Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money movement, security transfers, and loan transactions including escalated research requests
• Adhere to and maintain the firm’s controls policies and procedures and FINRA regulations as well as protecting client assets against potential fraud activities
• Collaborate with respective client facing teams and internal business groups to deliver and execute client transactions
• Review and identify potential business opportunities for clients to engage in additional products, services, and digital platform.

Skills

Spanish fluency

FINRA licenses (SIE, Series 7, Series

Investment management experience

Matrix organization / cross-functional

Microsoft Office proficiency

Education

College degree or equivalent client service experience

Tools

Microsoft Office

Job description

JPMorgan Chase's Latin America Private Bank is hiring a Senior Client Service Associate to maintain and deepen client relationships. You will be the primary contact for service needs of Private Banking clients, collaborating with advisors, product partners and operations to deliver integrated solutions.

Responsibilities include handling client requests, ensuring flawless execution, and identifying opportunities to engage clients with additional products and digital platforms.